Purchases and Sales Made in Q1 2024 in Jp Morgan Diversified Return (JPEM)
This table provides information about the institutional ownership of Jp Morgan Diversified Return (JPEM) during Q1 2024. The information is specifically focused on institutions that hold shares of JP MORGAN DIVERSIFIED RETURN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.1K+ 286.78% |
$3.63M - $3.85M
|
95.8K
$5.19M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.2K+ 17.77% |
$2.51M - $2.67M
|
326K
$17.7M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.1K+ 12.29% |
$2.46M - $2.61M
|
440K
$23.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
35.1KNew |
$1.79M - $1.9M
|
35.1K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
34K+ 127.53% |
$1.74M - $1.84M
|
60.7K
$3.29M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.5K+ 61.1% |
$1.61M - $1.71M
|
83.1K
$4.5M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
25.4KNew |
$1.3M - $1.38M
|
25.4K
$1.38M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.5KNew |
$1.2M - $1.27M
|
23.5K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22.4KNew |
$1.14M - $1.21M
|
22.4K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.2K+ 197.99% |
$1.03M - $1.1M
|
30.4K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
19.6K+ 72.32% |
$1M - $1.06M
|
46.7K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
16.8K+ 11.81% |
$860K - $913K
|
159K
$8.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$779K - $827K
|
15.3K
$827K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
11.4K+ 18.12% |
$583K - $619K
|
74.4K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
11.1KNew |
$565K - $600K
|
11.1K
$600K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.8K+ 30.82% |
$552K - $586K
|
45.9K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 8.51% |
$546K - $579K
|
136K
$7.39M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.61K+ 46.73% |
$490K - $521K
|
30.2K
$1.64M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.06KNew |
$462K - $491K
|
9.06K
$491K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.36KNew |
$427K - $453K
|
8.36K
$453K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.54KNew |
$334K - $354K
|
6.54K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.46KNew |
$330K - $350K
|
6.46K
$350K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.4K+ 2.54% |
$327K - $347K
|
258K
$14M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.2K+ 78.16% |
$316K - $336K
|
14.1K
$765K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.11K+ 77.36% |
$312K - $331K
|
14K
$759K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.85KNew |
$298K - $317K
|
5.85K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.01K+ 2227.56% |
$256K - $272K
|
5.24K
$284K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.71K+ 31.78% |
$241K - $255K
|
19.5K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.44KNew |
$226K - $240K
|
4.44K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
BUY
|
- |
3.83K+ 2.24% |
$195K - $208K
|
175K
$9.48M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.81KNew |
$194K - $206K
|
3.81K
$206K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.64K+ 4.55% |
$135K - $143K
|
60.7K
$3.29M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.55K+ 7.76% |
$130K - $138K
|
35.4K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.52K+ 17.67% |
$129K - $137K
|
16.8K
$909K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.37K+ 1.74% |
$121K - $128K
|
139K
$7.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.09K+ 1.98% |
$106K - $113K
|
107K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.77K+ 20.3% |
$90.2K - $95.8K
|
10.5K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.63K+ 9.27% |
$83.3K - $88.4K
|
19.2K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.21KNew |
$62K - $65.8K
|
1.21K
$65.8K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
885+ 8.59% |
$45.2K - $47.9K
|
11.2K
$606K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
824+ 12.81% |
$42.1K - $44.6K
|
7.25K
$393K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
765+ 4.78% |
$39K - $41.4K
|
16.8K
$908K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
725New |
$37K - $39.3K
|
725
$39.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
667+ 3.16% |
$34K - $36.1K
|
21.8K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
643+ 29.54% |
$32.8K - $34.8K
|
2.82K
$153K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
550+ 1.16% |
$28.1K - $29.8K
|
48.1K
$2.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
478+ 5.5% |
$24.4K - $25.9K
|
9.17K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
477+ 7.57% |
$24.3K - $25.8K
|
6.78K
$367K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
373+ 1.24% |
$19K - $20.2K
|
30.4K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
296+ 0.41% |
$15.1K - $16K
|
71.7K
$3.88M
|